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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $531,860 | $180,455+194.7% | $154,111+245.1% | $135,377+292.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.14%-893.6pp | 735.15%-740.6pp | 519.75%-525.2pp |
| Employer contribution / active EE | $22,162 | $6,035+267.2% | $5,298+318.3% | $4,779+363.8% |
| Participant deferral / active EE | $24,765 | $5,806+326.5% | $5,081+387.4% | $5,609+341.5% |
| Admin fee / account holder | $11,526 | $16,144-28.6% | $13,411-14.1% | $10,828+6.4% |